+5,845.5%
DKS vs AEIS
+3,379.1%
+2,466.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.1% |
| 7D | +3.0% | +3.0% | 0.0% | +2.1% |
| 30D | -30.5% | -14.6% | -15.9% | -27.8% |
| 3M | -35.7% | -12.4% | -23.3% | -35.3% |
| 6M | -29.7% | -15.0% | -14.7% | -29.4% |
| YTD | -28.9% | +34.3% | -63.1% | -38.0% |
| 1Y | -35.9% | +87.4% | -123.2% | -49.6% |
| 3Y | +28.2% | +139.8% | -111.6% | -8.5% |
| 5Y | +11.8% | +220.7% | -208.9% | -27.2% |
| 10Y | +211.6% | +531.6% | -320.0% | +54.4% |
| All | +5,845.5% | +3,379.1% | +2,466.4% | +1,540.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling